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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,629 | $28,416-76.7% | $73,550-91.0% | $69,631-90.5% |
| Participation rate | 45.0% | 38.3%+6.6pp | 54.9%-9.9pp | 70.7%-25.7pp |
| Annual return | 16.85% | -694.13%+711.0pp | -15.16%+32.0pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $583 | $430+35.4% | $1,219-52.2% | $2,032-71.3% |
| Participant deferral / active EE | $712 | $897-20.6% | $1,804-60.5% | $3,224-77.9% |
| Admin fee / account holder | $37 | $104-64.1% | $2,320-98.4% | $110-66.1% |